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Smith Group Asset Management’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$79K Hold
319
﹤0.01% 167
2021
Q4
$85K Sell
319
-1
-0.3% -$266 ﹤0.01% 166
2021
Q3
$77K Hold
320
﹤0.01% 165
2021
Q2
$74K Buy
320
+275
+611% +$63.6K ﹤0.01% 159
2021
Q1
$10K Hold
45
﹤0.01% 260
2020
Q4
$10K Hold
45
﹤0.01% 279
2020
Q3
$10K Hold
45
﹤0.01% 274
2020
Q2
$8K Hold
45
﹤0.01% 276
2020
Q1
$8K Hold
45
﹤0.01% 324
2019
Q4
$9K Hold
45
﹤0.01% 346
2019
Q3
$9K Sell
45
-5,776
-99% -$1.16M ﹤0.01% 352
2019
Q2
$1.21M Sell
5,821
-9
-0.2% -$1.87K 0.04% 114
2019
Q1
$1.1M Hold
5,830
0.04% 122
2018
Q4
$1.04M Sell
5,830
-28
-0.5% -$4.99K 0.04% 162
2018
Q3
$983K Sell
5,858
-448,040
-99% -$75.2M 0.03% 174
2018
Q2
$71.1M Sell
453,898
-16,005
-3% -$2.51M 2.06% 10
2018
Q1
$73.5M Sell
469,903
-18,072
-4% -$2.83M 2.42% 8
2017
Q4
$84M Sell
487,975
-13,491
-3% -$2.32M 2.64% 7
2017
Q3
$78.1M Sell
501,466
-99,295
-17% -$15.5M 2.61% 6
2017
Q2
$92M Buy
600,761
+375,491
+167% +$57.5M 2.82% 4
2017
Q1
$29.2M Sell
225,270
-15,200
-6% -$1.97M 0.84% 43
2016
Q4
$29.3M Sell
240,470
-1,980
-0.8% -$241K 0.86% 43
2016
Q3
$28M Sell
242,450
-175,270
-42% -$20.2M 0.82% 46
2016
Q2
$50.3M Buy
417,720
+28,577
+7% +$3.44M 1.5% 18
2016
Q1
$48.9M Buy
389,143
+10,373
+3% +$1.3M 1.46% 19
2015
Q4
$44.7M Buy
378,770
+378,740
+1,262,467% +$44.7M 1.32% 24
2015
Q3
$3K Sell
30
-11
-27% -$1.1K ﹤0.01% 382
2015
Q2
$3K Hold
41
﹤0.01% 371
2015
Q1
$3K Buy
41
+6
+17% +$439 ﹤0.01% 383
2014
Q4
$2K Hold
35
﹤0.01% 402
2014
Q3
$2K Sell
35
-9
-20% -$514 ﹤0.01% 381
2014
Q2
$4K Hold
44
﹤0.01% 370
2014
Q1
$4K Sell
44
-10
-19% -$909 ﹤0.01% 366
2013
Q4
$5K Sell
54
-49
-48% -$4.54K ﹤0.01% 351
2013
Q3
$10K Buy
103
+2
+2% +$194 ﹤0.01% 335
2013
Q2
$10K Buy
+101
New +$10K ﹤0.01% 335